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Invesco QQQ Trust

2,824 hedge funds and large institutions have $101B invested in Invesco QQQ Trust in 2023 Q4 according to their latest regulatory filings, with 449 funds opening new positions, 1,169 increasing their positions, 879 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,824
Holders Change
+306
Holders Change %
+12.15%
% of All Funds
41.4%
Holding in Top 10
634
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+15.69%
% of All Funds
9.29%
New
449
Increased
1,169
Reduced
879
Closed
101
Calls
$120B
Puts
$218B
Net Calls
-$97.3B
Net Calls Change
+$2.18B
Name Holding Trade Value Shares
Change
Shares
Change %
PBC
2426
Pavion Blue Capital
California
$323K -$1.23K -3 -0.4%
VFP
2427
Verus Financial Partners
Virginia
$322K +$424 +1 +0.1%
OWM
2428
OneAscent Wealth Management
Alabama
$321K +$321K +784 New
OFS
2429
Oldfather Financial Services
Nebraska
$318K -$21.3K -52 -6%
LWANC
2430
Laurel Wealth Advisors (North Carolina)
North Carolina
$318K +$819 +2 +0.3%
GD
2431
Grandfield & Dodd
New York
$317K -$16.4K -40 -5%
FFA
2432
Fortune Financial Advisors
Kansas
$317K -$36.8K -90 -10%
EBSAM
2433
Eubel Brady & Suttman Asset Management
Ohio
$317K +$29.5K +72 +10%
SP
2434
Successful Portfolios
Florida
$317K -$41K -100 -11%
MHR
2435
Matthew Hamilton Rosenberg
$316K
MWS
2436
Maxwell Wealth Strategies
California
$316K +$316K +771 New
NPP
2437
New Potomac Partners
Maryland
$315K
MCA
2438
Magnolia Capital Advisors
Mississippi
$315K +$315K +740 New
CAP
2439
Columbia Advisory Partners
Washington
$315K +$315K +768 New
O3W
2440
Omni 360 Wealth
New Jersey
$314K +$314K +766 New
GBT
2441
Grove Bank & Trust
Florida
$313K -$19.7K -48 -6%
EA
2442
Eclectic Associates
California
$313K
BA
2443
Bridge Advisory
California
$313K -$188K -460 -38%
IWP
2444
IAG Wealth Partners
Wisconsin
$312K -$2.46K -6 -0.8%
SHGA
2445
Sand Hill Global Advisors
California
$312K
JWCA
2446
J.W. Coons Advisors
Ohio
$312K
DFG
2447
Demars Financial Group
Washington
$312K -$29.5K -72 -9%
TC
2448
TAGStone Capital
North Carolina
$311K +$409 +1 +0.1%
XSC
2449
X-Square Capital
Puerto Rico
$310K +$310K +756 New
SAM
2450
Synergy Asset Management
Washington
$310K +$16K +39 +5%